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McDonald's
MCD

Overview Fund Activity

1,866 hedge funds and large institutions have $85.4B invested in McDonald's in 2018 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 687 increasing their positions, 765 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,866
Holders Change
+24
Holders Change %
+1.3%
% of All Funds
42.78%
Holding in Top 10
66
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.71%
% of All Funds
1.51%
New
108
Increased
687
Reduced
765
Closed
68
Calls
$897M
Puts
$1.1B
Net Calls
-$204M
Net Calls Change
-$49.1M

Top Buyers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$1.19B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$233M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$217M
4
A
AustralianSuper
Australia
+$180M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$159M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$359M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$338M
3
BlackRock
BlackRock
New York
-$286M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$270M
5
Wells Fargo
Wells Fargo
California
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWA
1251
Summit Financial Wealth Advisors
Louisiana
$733K – – –
CC
1252
Cannell & Co
New York
$732K – – –
CA
1253
Cynosure Advisors
Utah
$731K -$52.2K -333 -7%
FANJ
1254
Financial Architects (New Jersey)
New Jersey
$730K -$83.2K -531 -10%
PVH
1255
Psagot Value Holdings
Israel
$730K – – –
SFI
1256
SPC Financial Inc
Maryland
$726K +$61.6K +393 +9%
BHIA
1257
Birch Hill Investment Advisors
Massachusetts
$723K -$15.7K -100 -2%
BCM
1258
BTR Capital Management
California
$722K – – –
DC
1259
Derby & Company
Massachusetts
$720K – – –
EDRIA
1260
Edmonds Duncan Registered Investment Advisors
Kansas
$720K – – –
YWP
1261
YorkBridge Wealth Partners
New York
$720K +$39K +249 +6%
CIC
1262
Carnegie Investment Counsel
Ohio
$719K +$12.9K +81 +2%
PCM
1263
Prelude Capital Management
New York
$718K -$45K -287 -6%
LSAG
1264
Lake Street Advisors Group
New Hampshire
$718K +$4.7K +30 +0.7%
APA
1265
American Portfolios Advisors
New York
$717K +$130K +828 +22%
CAM
1266
Congress Asset Management
Massachusetts
$714K -$114K -725 -14%
FIMG
1267
Financial & Investment Management Group
Michigan
$711K – – –
OCG
1268
Opus Capital Group
Ohio
$710K +$267K +1,705 +60%
GWCM
1269
Godshalk Welsh Capital Management
Pennsylvania
$709K -$23.5K -150 -3%
HIC
1270
Hartline Investment Corp
Illinois
$709K – – –
ZIC
1271
ZWJ Investment Counsel
Georgia
$707K -$24.6K -157 -3%
DCM
1272
Dynamic Capital Management
Jersey
$705K +$705K +4,499 New
SCP
1273
Sandhill Capital Partners
New York
$704K -$21.1K -135 -3%
RIG
1274
Roosevelt Investment Group
New York
$702K +$68.1K +435 +11%
CF
1275
Centaurus Financial
California
$701K -$434K -2,771 -38%
49 50
51
52 53